Forms

Many of our investment materials are available online. To view most of them, you will need the Adobe Acrobat Reader software installed on your computer.

Standard Accounts

Name When to Use Download
New Account Applications
Individual & Joint Account Use this form to open a new non-retirement account or non-entity account PDF
Trust & Business Account Use this form to open a new trust and business account PDF
IRA Account Use this form to open an individual retirement account PDF
SIMPLE IRA Account Use this form to open a Savings Incentive Match Plan for Employees (SIMPLE) individual retirement account PDF
Custodial Account Agreements
Individual Retirement Custodial Account Agreement This form must be downloaded with any Traditional IRA Account Application and is a required disclosure agreement PDF
Roth IRA Custodial Account Agreement This form must be downloaded with any Roth IRA Account Application and is a required disclosure agreement PDF
SIMPLE IRA Custodial Account Agreement This form must be downloaded with any SIMPLE IRA Account Application and is a required disclosure agreement PDF
Account Authorizations
Appointment of Financial Professional Use this form to authorize one or more financial professionals to give ProFunds instructions on your behalf for transactions in your account PDF
Authorized Trader Designation For Financial Professionals: Use this form to authorize traders or personnel to execute transactions on behalf of your firm PDF
Incoming Account Transfers
Transfer Use this form to have your non-retirement accounts transferred to ProFunds PDF
IRA Transfer or Direct Rollover Request Use this form to have your traditional IRA, Roth IRA, SIMPLE IRA or employer-sponsored retirement plan transferred to ProFunds PDF
Account Withdrawals
Account Withdrawal Form Use this form to request a withdrawal from your non-retirement ProFunds account or from an inherited non-retirement account. PDF
IRA Distribution Form Use this form to request a distribution from your ProFunds IRA, including a required minimum distribution (RMD) or from an inherited retirement account. PDF
Account Maintenance
Account Options Use this form to add wire/ACH instructions to an existing ProFunds account or to establish automatic account options PDF
Check Writing Signature Use this form to make redemptions from the Government Money Market ProFund PDF
Transfer on Death Supplemental Registration To be completed only for transfer on death registrations PDF
Designation of Beneficiary for Retirement Plan Accounts Use this form to add or change designated beneficiaries for you ProFunds retirement plan account PDF
Simple IRA Contribution Transmittal Form Use this form for subsequent contributions to a SIMPLE IRA ProFunds account PDF
Cost Basis Election

FAQs on cost basis (PDF)
Use this form to update the cost basis method on your non-retirement ProFunds account PDF

This report is intended for general information and should not be used to solicit prospective investors. For more complete information please review the prospectus.